CIK: 0000857508
申告総資産額
$11.6億
上位200銘柄を表示中（全347銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 株式-IT | 3.89% | -0.34% | — | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.37% | +0.26% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.04% | -1.25% | — | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.68% | — | — | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.52% | +0.12% | — | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.58% | +0.36% | — | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | +0.13% | — | |
| 8 | WFC | Wells Fargo & Co | 株式-金融 | 1.40% | — | — | |
| 9 | T | At&t INC | 株式-通信サービス | 1.25% | — | +28.76% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.17% | — | — | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.11% | — | — | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | — | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | +0.20% | — | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.09% | — | — | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.03% | — | — | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | — | |
| 17 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.93% | — | — | |
| 18 | AXP | American Express Co | 株式-金融 | 0.92% | — | — | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.90% | — | -5.99% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | — | |
| 21 | BVE | Diamond Hill Investment Grp | 株式-その他 | 0.87% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | — | -13.02% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | — | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.73% | -0.11% | — | |
| 25 | C | Citigroup INC | 株式-金融 | 0.71% | — | — | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.70% | — | +33.74% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | — | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.66% | — | — | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 0.66% | — | — | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | -0.12% | — | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.66% | — | — | |
| 32 | USB | US Bancorp | 株式-金融 | 0.65% | — | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | — | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | — | |
| 35 | SPG | Simon Property Group INC | 株式-不動産 | 0.65% | — | +30.63% | |
| 36 | AMT | American Tower CORP | 株式-不動産 | 0.64% | — | +12.25% | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.61% | — | — | |
| 38 | DFSEUR | Discover Financial Services | 株式-その他 | 0.60% | — | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | -21.57% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.59% | — | — | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | — | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.57% | — | — | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.53% | +0.82% | NEW | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | — | — | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.52% | — | — | |
| 46 | VLO | Valero Energy CORP | 株式-エネルギー | 0.52% | — | — | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.51% | — | — | |
| 48 | EQIX | Equinix INC | 株式-不動産 | 0.50% | — | +12.12% | |
| 49 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.50% | — | — | |
| 50 | ACN | Accenture plc | 株式-IT | 0.50% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | APTV | Aptiv PLC | +0.3% | +883.41% | 増加 |
| 2 | AVB | Avalonbay Communities INC | +0.2% | +220.50% | 増加 |
| 3 | AAPL | Apple INC | +0.2% | — | 変化なし |
| 4 | SPG | Simon Property Group INC | +0.2% | +30.63% | 増加 |
| 5 | XECEUR | Cimarex Energy Co | +0.2% | +292.94% | 増加 |
| 6 | FDX | Fedex CORP | +0.2% | +278.67% | 増加 |
| 7 | ✓ | +0.2% | +203.64% | 増加 | |
| 8 | CTRA | Coterra Energy INC | +0.1% | +202.66% | 増加 |
| 9 | T | At&t INC | +0.1% | +28.76% | 増加 |
| 10 | QCOM | Qualcomm INC | +0.1% | +42.62% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.1% | — | 変化なし |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | — | 変化なし |
| 13 | MO | Altria Group INC | +0.1% | +33.74% | 増加 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | — | 変化なし |
| 15 | XXI | Twenty One Capital, Inc. | +0.1% | — | 変化なし |
| 16 | CVS | Cvs Health CORP | +0.1% | +41.36% | 増加 |
| 17 | CVX | Chevron CORP | +0.1% | — | 変化なし |
| 18 | TROW | T Rowe Price Group INC | -0.1% | -56.61% | 減少 |
| 19 | FIS | Fidelity National Info Serv | -0.1% | -52.35% | 減少 |
| 20 | LLY | Eli Lilly & Co | -0.2% | -44.59% | 減少 |
| 21 | SKAA | Skechers USA Inc-cl A | -0.2% | — | 変化なし |
| 22 | PG | Procter & Gamble Co/the | -0.2% | -13.02% | 減少 |
| 23 | ✓ | -0.2% | -75.33% | 減少 | |
| 24 | UTXZ | United Tech CORP | -0.2% | -51.23% | 減少 |
| 25 | ABBV | Abbvie INC | -0.2% | -21.57% | 減少 |
| 26 | AMAT | Applied Materials INC | -0.2% | -32.64% | 減少 |
| 27 | JPM | Jpmorgan Chase & Co | -0.2% | — | 変化なし |
| 28 | HBNC | Horizon Bancorp Inc/in | -0.3% | -78.99% | 減少 |
| 29 | UDR | Udr INC | -0.3% | -77.18% | 減少 |
| 30 | MAA | Mid-america Apartment Comm | -0.3% | -87.62% | 減少 |
| 31 | DREUSD | Duke Realty CORP | -0.3% | -84.67% | 減少 |
| 32 | PB | Prosperity Bancshares INC | -0.5% | -85.19% | 減少 |
| 33 | IXUS | Ishares Core Intl Stock ETF | — | NEW | 新規購入 |
| 34 | TWXCHF | Time Warner INC | — | EXIT | 全売却 |
| 35 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 36 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 37 | INVH | Invitation Homes INC | — | EXIT | 全売却 |
| 38 | TPG | TPG Inc. | — | NEW | 新規購入 |
| 39 | AMH | American Homes 4 Rent- A | — | NEW | 新規購入 |
| 40 | NEE | Nextera Energy INC | — | EXIT | 全売却 |
| 41 | BDN | Brandywine Realty Trust | — | NEW | 新規購入 |
| 42 | ACCUSD | American Campus Communities | — | EXIT | 全売却 |
| 43 | LPTUSD | Liberty Property Trust | — | NEW | 新規購入 |
| 44 | ELME | Elme Communities | — | EXIT | 全売却 |
| 45 | AAT | American Assets Trust INC | — | EXIT | 全売却 |
| 46 | CDP | Copt Defense Properties | — | EXIT | 全売却 |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | D | Dominion Energy INC | — | NEW | 新規購入 |
| 49 | ✓ | Roadrunner Trnsn Svcs Hldg I | — | NEW | 新規購入 |
| 50 | RCL | Royal Caribbean Cruises Ltd. | — | EXIT | 全売却 |